Automated approval routing for regulatory submissions

Purpose

1.1. Automate the collection, review, and approval of regulatory submission documents across departments, routing files for electronic sign-off and regulatory compliance.
1.2. Automates capturing submission status, version control, escalation workflows, and audits, eliminating manual tracking and reducing approval delays and errors through automated document routing and signatory notifications.
1.3. Enables automated notifications for approvers, parallel/serial multi-level approvals, electronic proof of compliance, automated reminders for overdue approvals, and audit trail generation for every step.

Trigger Conditions

2.1. New regulatory document or dossier uploaded to compliance repository or DMS.
2.2. Submission of approval request via internal form or portal.
2.3. Automated status updates from connected lab information systems or ERP.
2.4. Manual submission flagged for automated routing by compliance staff.

Platform Variants

3.1. DocuSign
• Feature/Setting: Automated envelopes API; auto-route documents to signatories with custom sequence rules and completion triggers.
3.2. Adobe Sign
• Feature/Setting: REST API; automate approval workflows, send documents for signature via automated REST endpoint.
3.3. Microsoft Power Automate
• Feature/Setting: Approval connectors; trigger flows from SharePoint or Teams, automate multi-stage approvals.
3.4. Salesforce
• Feature/Setting: Flow Builder/Process Builder; automate document routing based on opportunity/custom object triggers.
3.5. ServiceNow
• Feature/Setting: Flow Designer; automate compliance ticket and approval chain creation when records are updated.
3.6. Box
• Feature/Setting: Automated workflows; trigger on new file upload, auto-assign tasks and approval steps using Box Relay.
3.7. Google Workspace
• Feature/Setting: Apps Script; automate document sharing and approval requests in Drive using custom triggers.
3.8. Slack
• Feature/Setting: Workflow Builder/API; automate submission of approvals, direct message approvers, collect feedback.
3.9. Monday.com
• Feature/Setting: Automation recipes; auto-assign approval items, notify stakeholders, update statuses based on rules.
3.10. SharePoint
• Feature/Setting: Power Automate integration; create automated approval flows for regulatory document libraries.
3.11. Jotform
• Feature/Setting: Approvals automation; submit form entries for automated approval routing and status change triggers.
3.12. Zoho Creator
• Feature/Setting: Workflow automation; auto-trigger document routing and notifications on compliance record events.
3.13. Airtable
• Feature/Setting: Automations; trigger approval requests and stakeholder notifications upon new row or field values.
3.14. Smartsheet
• Feature/Setting: Automated actions; auto-send approval emails and update project status columns.
3.15. Trello
• Feature/Setting: Butler automation; auto-move cards to ‘Awaiting Approval’, ping approvers, and log action steps.
3.16. Asana
• Feature/Setting: Rules; automate task assignments, status changes, and approval steps on regulatory projects.
3.17. Jira
• Feature/Setting: Automation for Jira; automate issue transition based on compliance approval workflows.
3.18. SAP
• Feature/Setting: Business Workflow; automate document approval routes via SAP Process Orchestration.
3.19. Okta Workflows
• Feature/Setting: Integration workflows; automate access and document routing approvals for compliance assets.
3.20. OneDrive
• Feature/Setting: Power Automate integration; automate document movement and sharing for multi-stage approvals.
3.21. Dropbox
• Feature/Setting: API/Webhooks; automate file approval tasks and document hand-offs to regulatory teams.

Benefits

4.1. Automates repetitive compliance approval processes, minimizing manual intervention and delays.
4.2. Automated audit trail ensures transparency for regulatory inspections and reporting.
4.3. Accelerates go-to-market timelines by automating document review routing and oversight.
4.4. Automating escalations reduces risk of missed regulatory deadlines.
4.5. Enables automators to scale approval volume without increasing administrative overhead.
4.6. Automated reminders keep stakeholders accountable and enforce regulatory timelines.
4.7. Improves data security by automating access controls and e-signature validations.
4.8. Reduces compliance risk through automated checks, version controls, notifications, and documentation proof.